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MOTCO’s iShares MSCI United Kingdom ETF EWU Stock Holding History

MOTCO’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-717
Closed -$21K – 526
2018
Q4 		$21K Buy
+717
New +$22.6K ﹤0.01% 384
2015
Q4 		– Sell
-41
Closed -$1K – 514
2015
Q3 		$1K Buy
+41
New +$1.45K ﹤0.01% 579

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MOTCO's EWU Position: Q1 2019 in Review

MOTCO sold out of iShares MSCI United Kingdom ETF (EWU) in Q1 2019, closing a stake of 717 shares — an estimated $21K sold.

MOTCO first reported a position in EWU in Q3 2015 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 191 funds tracked by Wall St. Rank hold EWU as of Q1 2019.

  • MOTCO reported no remaining iShares MSCI United Kingdom ETF position as of Q1 2019 after selling out during the quarter.
  • MOTCO sold 717 iShares MSCI United Kingdom ETF shares in Q1 2019, an estimated $21K.
  • MOTCO first reported a position in iShares MSCI United Kingdom ETF in Q3 2015 and held it in 2 quarters.
  • MOTCO's iShares MSCI United Kingdom ETF position peaked at $21K in Q4 2018.
  • 191 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q1 2019.

Based on MOTCO's 13F filing for Q1 2019, filed 2 May 2019.